See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,932 | $98,750-42.3% | $149,696-62.0% | $79,858-28.7% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.2pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,242 | $3,216-30.3% | $4,644-51.7% | $2,471-9.3% |
| Participant deferral / active EE | $4,160 | $5,680-26.8% | $6,842-39.2% | $3,740+11.2% |
| Admin fee / account holder | $5,421 | $6,053-10.4% | $9,309-41.8% | $5,306+2.2% |